Nanya Technology Corporation · TWSE:2408

Nanya Technology — Investor Conference (December 2004)

7 slides from Nanya Technology's conference presentation, Dec 6, 2004

  1. Slide 1: Nanya Technology Corporation Investor Conference

    Nanya Technology Corporation A Member of Formosa Plastics Group Investor Conference Dr. Pei Lin Pai VP & Spokesman Welcome to visit www.nanya.com and download presentation material after 4:00pm December 6th, 2004 Page 1 © 2004 Nanya Technology Corp.

  2. Slide 2: Contents

    CONTENTS • November'04 Revenue • November'04 Sales Breakdown by Region • Results Recap • Market Outlook December 6th, 2004 Page 2 © 2004 Nanya Technology Corp.

  3. Slide 3: November'04 Revenue Update

    November’04 Revenue Update December 6th, 2004 Page 3 © 2004 Nanya Technology Corp.

  4. Slide 4: November'04 Sales Breakdown by Region

    November’04 Sales Breakdown by Region December 6th, 2004 Page 4 © 2004 Nanya Technology Corp.

  5. Slide 5: November'04 Results Recap

    November’04 Results Recap • Revenue - Down 7% M-to-M in November - Exchange rate impact 3% • Price - ASP 4% decrease M-to-M in November • Shipment - The same as October’04 • Inventory - November month-end inventory up to 12 days December 6th, 2004 Page 5 © 2004 Nanya Technology Corp.

  6. Slide 6: Market Outlook: Stable 1Q05 contract market expected

    Market Outlook • Demand - Major consumer market for holiday season preparation near the end - Corporate PC replacement continuing • Supply - Limited additional output available in 1Q’05 - 110nm/100nm technology conversion almost completed - Small output increase expected from yield improvement in 1Q

  7. Slide 7: Q&A

    Q&A December 6th, 2004 Page 7 © 2004 Nanya Technology Corp.

Nanya Technology — Investor Conference (December 2004) on 6ix